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Family Management’s American Tower AMT Stock Holding History

Family Management’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,235
Closed -$244K – 179
2024
Q1 		$244K Sell
1,235
-1,516
-55% -$302K 0.04% 132
2023
Q4 		$594K Sell
2,751
-14,739
-84% -$2.79M 0.12% 83
2023
Q3 		$2.88M Sell
17,490
-131
-0.7% -$23.9K 0.65% 35
2023
Q2 		$3.42M Sell
17,621
-230
-1% -$45K 0.75% 32
2023
Q1 		$3.65M Sell
17,851
-355
-2% -$74.5K 0.84% 31
2022
Q4 		$3.86M Sell
18,206
-869
-5% -$181K 0.94% 29
2022
Q3 		$4.09M Sell
19,075
-3,162
-14% -$812K 1.05% 27
2022
Q2 		$5.68M Buy
22,237
+2,086
+10% +$523K 1.53% 19
2022
Q1 		$5.06M Buy
20,151
+3,092
+18% +$754K 1.4% 21
2021
Q4 		$4.99M Buy
17,059
+240
+1% +$65.6K 1.3% 23
2021
Q3 		$4.46M Sell
16,819
-45
-0.3% -$12.8K 1.23% 25
2021
Q2 		$4.56M Buy
16,864
+1,609
+11% +$410K 1.21% 24
2021
Q1 		$3.65M Buy
15,255
+653
+4% +$145K 1.15% 27
2020
Q4 		$3.28M Buy
14,602
+1,195
+9% +$278K 1.12% 35
2020
Q3 		$3.24M Buy
13,407
+921
+7% +$234K 1.42% 21
2020
Q2 		$3.23M Buy
+12,486
New +$3.09M 1.31% 20

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Family Management's AMT Position: Q2 2024 in Review

Family Management sold out of American Tower (AMT) in Q2 2024, closing a stake of 1,235 shares — an estimated $244K sold.

Family Management first reported a position in AMT in Q2 2020 and held it in 16 quarters. The position peaked at $5.68M in Q2 2022. 1,766 funds tracked by Wall St. Rank hold AMT as of Q2 2024.

  • Family Management reported no remaining American Tower position as of Q2 2024 after selling out during the quarter.
  • Family Management sold 1,235 American Tower shares in Q2 2024, an estimated $244K.
  • Family Management first reported a position in American Tower in Q2 2020 and held it in 16 quarters.
  • Family Management's American Tower position peaked at $5.68M in Q2 2022.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.